Hubspot

What is the Hubspot integration?

Hubspot is a powerful CRM for helping organizations manage relationships with their customers. With this integration, Customer Success teams can ensure Vitally is updated with real-time data for customers across your organization.

By connecting Hubspot data into Vitally, Customer Success teams can:

• Import any subset of Hubspot accounts (as Vitally accounts)
• Import any subset of Hubspot contacts (as Vitally users)
• Add Vitally's unique customer insights (e.g. health score, segments, etc) to your Hubspot records
• Sync notes & tasks taken in Hubspot into Vitally and push notes & tasks taken in Vitally to Hubspot

Available data sets include:

• Companies: Vitally can import your Hubspot companies into Vitally as accounts. 
• Contacts: Vitally can import your Hubspot contacts into Vitally as users. 
• Notes: Sync your Hubspot notes into Vitally and push Vitally's notes back to Hubspot.
• Tasks: Sync your Hubspot tasks into Vitally and push Vitally's tasks back to Hubspot.
• Email: Sync your Hubspot emails to Vitally.

Benefits of Hubspot Integration

• Automatically create new accounts and users from Hubspot
• Deliver seamless customer handoffs with customer notes
• Manage conversations from Hubspot in a single platform
• Sync data across both Vitally and Hubspot for real-time updates
• Leverage Hubspot data to create tailored Playbooks

Requirements

• Access to Vitally
• Access to Hubspot
• An External ID for accounts and/or users Recommended